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Product Filtering On Sites and In the CRM when quoting

Customers want to find the right product fast so filtering is definitely a tool that would help with that. There is already an existing add-on called "Attribute Manager" that allows users to define different attributes, assign those attributes to ...
Guest over 9 years ago in  5 Shipped

Ability to display Time on the Date on a Report

Have a setting specific to the date record on a report where you can display the time of the date as well without having to mouse over it.
Guest about 3 years ago in CRM App 0 Shipped

Kanban Style Dashboard

A couple of our customers have mentioned it would be useful to have a Kanban style board like Trello, to display opportunities within the CRM in their various pipelines & statuses.
Guest over 5 years ago in CRM App 4 Shipped

Calculated fields on report/group header e.g. to calculate True Margin on rows grouped by Order ID

Everyone should know the actual true margin of each order. Currently, the only option is to see "average" margin (averaging the margin of each row) but that is not accurate... to get an accurate value you need to calculate this using subtotals. ie...
Guest over 4 years ago in  2 Shipped

Display error when quote can't be confirmed into accounting system

It would be useful, when confirming quotes in the CRM, if there is an issue with the quote (like country on the address not being valid) it shows this in the CRM straight after confirming so users can resolve the issue without having to contact us
Guest about 6 years ago in  0 Shipped

Product quantity available limited to warehouse

When creating a quote/ sales order the quantity available for a product should only show the quantity that is available for the warehouse that has been selected for the quote/ sales order. At the moment the quantity available includes all warehous...
Guest over 2 years ago in CRM App 1 Shipped

Import Sales Person from Unleashed to Account Manager

A customer who uses Unleashed would like to import the sales person set on a customer's record within Unleashed to the Account Manager field within the CRM.
Guest almost 6 years ago in CRM App 0 Shipped

Time displayed on to do's

This will be good to have as it'll allow the sales team to put in requested time for callbacks to leads. Currently you have to click into the lead to see this detail and if the contact has requested a call in the afternoon or morning on the releva...
Guest over 6 years ago in  1 Shipped

Faster access in New Zealand / Australia / APAC

Th system response server is soooo slow here in New Zealand and I'm on V100. It is so slow it prevents us from using the system to it's full functionality ie logging calls etc.
Guest about 2 years ago in  1 Shipped

Send password reset link rather than plain-text password

The Forgotten Password part of the registration plug-in should not email plan-text passwords to people. It should just give you a one-time link with an expiry date/time to set a new password.
Guest almost 7 years ago in  2 Shipped